Monument Capital Management’s UnitedHealth UNH Stock Holding History

Monument Capital Management’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$393K	Buy	+944	New	+$350K	0.08%	189
2025 Q4	–	Sell	-582	Closed	-$201K	–	244
2025 Q3	$201K	Buy	+582	New	+$176K	0.05%	218
2025 Q2	–	Sell	-1,294	Closed	-$678K	–	237
2025 Q1	$678K	Sell	1,294 -494	-28%	-$253K	0.21%	100
2024 Q4	$904K	Sell	1,788 -513	-22%	-$291K	0.25%	83
2024 Q3	$1.35M	Buy	2,301 +438	+24%	+$248K	0.37%	69
2024 Q2	$949K	Sell	1,863 -243	-12%	-$119K	0.28%	79
2024 Q1	$1.04M	Sell	2,106 -807	-28%	-$410K	0.3%	81
2023 Q4	$1.53M	Buy	2,913 +230	+9%	+$123K	0.49%	64
2023 Q3	$1.35M	Buy	2,683 +304	+13%	+$150K	0.45%	67
2023 Q2	$1.14M	Buy	2,379 +685	+40%	+$335K	0.36%	71
2023 Q1	$800K	Sell	1,694 -916	-35%	-$442K	0.27%	79
2022 Q4	$1.38M	Buy	2,610 +189	+8%	+$100K	0.47%	65
2022 Q3	$1.22M	Buy	2,421 +1,036	+75%	+$545K	0.46%	65
2022 Q2	$711K	Buy	1,385 +646	+87%	+$324K	0.27%	81
2022 Q1	$377K	Buy	739 +1	+0.1%	+$482	0.12%	106
2021 Q4	$370K	Buy	738 +3	+0.4%	+$1.36K	0.11%	116
2021 Q3	$287K	Buy	735 +17	+2%	+$7.04K	0.1%	127
2021 Q2	$287K	Hold	718	–	–	0.1%	121
2021 Q1	$267K	Hold	718	–	–	0.11%	96
2020 Q4	$252K	Buy	718 +17	+2%	+$5.7K	0.12%	88
2020 Q3	$218K	Buy	+701	New	+$215K	0.12%	88
2019 Q2	–	Sell	-9,235	Closed	-$2.28M	–	89
2019 Q1	$2.28M	Sell	9,235 -674	-7%	-$172K	1.3%	32
2018 Q4	$2.47M	Buy	9,909 +23	+0.2%	+$6.08K	1.54%	13
2018 Q3	$2.63M	Buy	9,886 +816	+9%	+$212K	1.48%	15
2018 Q2	$2.23M	Sell	9,070 -1,240	-12%	-$298K	1.54%	12
2018 Q1	$2.24M	Sell	10,310 -1,544	-13%	-$353K	1.53%	22
2017 Q4	$2.61M	Buy	+11,854	New	+$2.51M	1.84%	14

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Monument Capital Management's UNH Position: Q2 2026 in Review

Monument Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 944 shares worth $393K. The stake represents 0.08% of the portfolio and ranks #189 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in UNH as recently as Q3 2025.

Monument Capital Management first reported a position in UNH in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.63M in Q3 2018. 1,529 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Monument Capital Management held 944 shares of UnitedHealth worth $393K as of Q2 2026.
UnitedHealth was a new Monument Capital Management position in Q2 2026.
UnitedHealth made up 0.08% of Monument Capital Management's portfolio in Q2 2026, its #189 holding.
Monument Capital Management first reported a position in UnitedHealth in Q4 2017 and has held it in 27 quarters since.
Monument Capital Management's UnitedHealth position peaked at $2.63M in Q3 2018.
1,529 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.